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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
151
Kays Financial Advisory
Georgia
$2.84M -$480K -4,419 -14%
EFS
152
Edelman Financial Services
Virginia
$2.82M -$49.8K -458 -2%
FBFS
153
First Business Financial Services
Wisconsin
$2.82M +$45.5K +419 +2%
Comerica Bank
154
Comerica Bank
Texas
$2.8M +$69.8K +642 +3%
CPO
155
Cerity Partners OCIO
New York
$2.79M -$364K -3,347 -11%
KL
156
KWMG LLC
Kansas
$2.73M +$4.46K +41 +0.2%
RIA
157
Regal Investment Advisors
Michigan
$2.71M +$264K +2,429 +11%
PA
158
Pinnacle Associates
New York
$2.68M -$331K -3,043 -11%
IWA
159
Independence Wealth Advisors
Virginia
$2.68M +$73.1K +673 +3%
CAM
160
Crestone Asset Management
Colorado
$2.65M
DIA
161
Dean Investment Associates
Ohio
$2.61M +$5.11K +47 +0.2%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$2.59M +$97.8K +900 +4%
PWM
163
Patriot Wealth Management
Texas
$2.57M
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$2.56M +$136K +1,249 +6%
CIM
165
Cambria Investment Management
California
$2.48M -$294K -2,709 -11%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$2.47M +$435 +4 +0%
OIA
167
OneDigital Investment Advisors
Kansas
$2.46M +$292K +2,686 +13%
SFG
168
StrategIQ Financial Group
Indiana
$2.42M +$87.3K +803 +4%
SPC
169
Salient Private Client
Texas
$2.42M -$441K -4,053 -15%
GRP
170
Global Retirement Partners
California
$2.41M -$17.9K -165 -0.7%
GAB
171
German American Bancorp
Indiana
$2.4M +$119K +1,092 +5%
SCG
172
Sonata Capital Group
Washington
$2.38M +$248K +2,278 +12%
EA
173
Efficient Advisors
Ohio
$2.33M -$53.5K -492 -2%
MWM
174
Merriman Wealth Management
Washington
$2.31M +$133K +1,220 +6%
FWIA
175
Fort Washington Investment Advisors
Ohio
$2.29M -$6.3K -58 -0.3%